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iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
YC
2001
Yarbrough Capital
Tennessee
$901K
MAA
2002
Matrix Asset Advisors
New York
$897K +$12K +28 +1%
CHP
2003
Cable Hill Partners
Oregon
$897K +$177K +413 +25%
SAA
2004
Southeast Asset Advisors
Georgia
$892K
AP
2005
Adero Partners
California
$886K -$24.9K -58 -3%
CWM
2006
Cabot Wealth Management
Massachusetts
$878K +$859 +2 +0.1%
Parallax Volatility Advisers
2007
Parallax Volatility Advisers
California
$878K -$201K -467 -19%
FNB
2008
Farmers National Bank
Kentucky
$877K +$6.01K +14 +0.7%
WA
2009
WESPAC Advisors
California
$877K +$447K +1,042 +104%
VIM
2010
Vista Investment Management
Pennsylvania
$877K -$1.72K -4 -0.2%
CA
2011
Cortland Associates
Missouri
$876K -$27.1K -63 -3%
SCM
2012
Seascape Capital Management
New Hampshire
$875K +$46.8K +109 +6%
MCM
2013
Mendel Capital Management
Arkansas
$875K +$24.5K +57 +3%
TAM
2014
Tocqueville Asset Management
New York
$868K -$12.9K -30 -1%
BSI
2015
Bennett Selby Investments
Maine
$867K +$273K +636 +46%
SMH
2016
Sanders Morris Harris
Texas
$866K +$184K +429 +27%
RK
2017
Rather & Kittrell
Tennessee
$864K +$121K +281 +16%
BWL
2018
Bogart Wealth LLC
Virginia
$861K +$33.9K +79 +4%
CISOA
2019
Capital Investment Services of America
Wisconsin
$858K +$233K +542 +37%
AFG
2020
ABLE Financial Group
Arizona
$849K -$184K -429 -18%
AA
2021
Addison Advisors
Vermont
$847K +$134K +313 +19%
MWM
2022
Marion Wealth Management
Pennsylvania
$846K +$255K +594 +43%
TWM
2023
Trinity Wealth Management
Pennsylvania
$846K -$2.58K -6 -0.3%
ACM
2024
Ardent Capital Management
Ohio
$844K
GAM
2025
GEM Asset Management
Michigan
$843K